Financial Synergies Wealth Advisors’s Bunge Global BG Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio BG Stock Details BG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4	Closed	-$411	–	113
2024 Q1	$411	Hold	4	–	–	﹤0.01%	472
2023 Q4	$400	Hold	4	–	–	﹤0.01%	392
2023 Q3	$433	Hold	4	–	–	﹤0.01%	451
2023 Q2	$378	Hold	4	–	–	﹤0.01%	456
2023 Q1	$383	Hold	4	–	–	﹤0.01%	441
2022 Q4	$400	Hold	4	–	–	﹤0.01%	392
2022 Q3	$331	Hold	4	–	–	﹤0.01%	411
2022 Q2	$363	Buy	+4	New	+$444	﹤0.01%	410

Other funds holding BG

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Financial Synergies Wealth Advisors's BG Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Bunge Global (BG) in Q2 2024, closing a stake of 4 shares — an estimated $411 sold.

Financial Synergies Wealth Advisors first reported a position in BG in Q2 2022 and held it in 8 quarters. The position peaked at $433 in Q3 2023. 624 funds tracked by Wall St. Rank hold BG as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Bunge Global position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 4 Bunge Global shares in Q2 2024, an estimated $411.
Financial Synergies Wealth Advisors first reported a position in Bunge Global in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Bunge Global position peaked at $433 in Q3 2023.
624 funds tracked by Wall St. Rank held Bunge Global as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.